Jan 27 2025 16 mins 1
In this episode of Trust Issues, we speak with Loong Lim from WhiteOak Capital Management, the investment advisor to Ashoka WhiteOak Emerging Markets Investment Trust (AWEM).
Loong discusses his recent trip to China, the benefits of investing in small and mid-cap names and the challenges and opportunities within the emerging market landscape.
00:00 Introduction
00:43 Insights from Loong's trip to China
04:07 Investing in more democratic countries
06:12 How investing in small and mid caps can help generate alpha
07:58 Why does AWEM invest in so many companies?
09:45 The outlook for emerging markets and company examples
12:58 Investing in pre-IPOs and thoughts on Indian equities
15:21 Further information
15:53 Risk warning
This podcast was recorded on 20/01/2025.
Read our latest research on AWEM: https://www.trustintelligence.co.uk/investor/articles?fund_id=1874
Click here to visit AWEM’s website: https://awemtrust.com/
